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JOB SUMMARYAs a Conflict Checks Senior, you will play a key role in supporting the firm's commitment to independence and ethical compliance. You will assist in the day-to-day management of the firm's conflict checking and entity independence processes, helping engagement teams identify, evaluate, and address potential conflicts. This includes reviewing flagged conflicts, conducting preliminary research, providing guidance, and escalating issues as appropriate to ensure compliance with regulatory and firm standards. This role reports to the Independence and Ethics Compliance Leader of the UHY LLP National Office and works closely with the Conflict Checks Manager to maintain alignment with the firm's ethical and regulatory obligations. Conflicts & Independence Responsibilities Coordinate and execute the day-to-day conflict check process by reviewing potential conflicts identified through the firm's conflict checking system, researching client and engagement relationships, and advising engagement teams on independence considerations prior to client acceptance Evaluate conflict check submissions and prepare recommendations for escalation to the Manager, Independence and Ethics Compliance Leader, or Independence Committee when higher-level review is required Support the investment audit process by tracking auditee selections, reviewing initial findings, and preparing summaries for Manager review Monitor independence-related updates issued by regulatory bodies (e.g., AICPA, PCAOB, SEC, DOL, GAO) and assist in assessing impacts on firm processes and tools Maintain and update conflict monitoring systems and tools (e.g., Intapp, Entity-tree management), ensuring accuracy and completeness of data and identifying opportunities for process improvements Respond to inquiries from UHY engagement teams and UHY international network firms by performing initial research and providing preliminary guidance or escalation recommendations Contribute to training and awareness efforts by providing real-case insights and feedback to help refine the firm's training related to conflict checks and independence. Collaboration and Quality Management Support the Manager in contributing to UHY LLP Management Committee discussions by preparing updates, summaries, and documentation related to conflicts and independence procedures Apply knowledge of quality management standards to help maintain processes and monitoring activities that support independence and ethics compliance Collaborate with National Office team members to help document and evaluate controls related to conflict checking and independence, including gathering process information and coordinating testing activities Assist in maintaining standardized conflict check procedures and identifying opportunities to improve consistency and efficiency across engagement teams Coordinate communication with independence personnel across UHY international network firms to support consistency and responsiveness on shared engagement matters Supervisory responsibilities N/A Work environment Work can be conducted remotely or in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift up to 15 pounds at a time Travel required Travel of 5% to 10% is required for attendance at conferences, attendance, and/or facilitation of in-person training and National Office Team Meetings Required education and experience Bachelor's degree in accounting, business, or related field Paralegal certificate or related experience performing conflict checks in a professional services firm 3+ of experience in public accounting, at a law or professional services firm, including time spent supporting independence, compliance, or conflicts Preferred education and experience Experience with Intapp, Deltek Maconomy, and Salesforce Familiarity with the implementation and ongoing maintenance of quality such as SQMS No. 1, ISQM1 and QC 1000 Familiarity with the Independence rules and Standards for the AICPA, PCAOB, SEC, DOL, and GAO. Familiarity with GASB standards Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

JOB SUMMARYAs the Conflict Checks Manager, you will play a critical role in protecting the integrity of our client acceptance and engagement processes. You will oversee the day-to-day operation of the firm's conflict checking and entity independence verification processes, helping engagement teams navigate independence and ethics risks by reviewing, clearing, and escalating conflicts identified by firm's conflict checking system. The team is collaborative, high-performing, and responsible for upholding the firm's highest standards of independence and professional ethics. This role reports to the Independence and Ethics Compliance Leader of the UHY LLP National Office, ensuring alignment with the firm's ethical and regulatory obligations. Conflicts & Independence Responsibilities Manage the daily conflict check process by reviewing flagged conflicts, researching client relationships, and assisting teams in assessing independence risks prior to client acceptance Evaluate conflict check submissions from engagement teams, resolving issues when possible and escalating complex matters to the Independence and Ethics Compliance Leader or Independence Committee as appropriate Provide comprehensive support during the investment audit process, including tracking auditee selections, conducting initial evaluations of findings, and escalating significant issues for further review Monitor independence-related developments from regulatory bodies (such as AICPA, PCAOB, SEC, DOL, and GAO) and assess their impact on firm policies and processes Maintain and enhance conflict monitoring tools and systems (e.g., Intapp, Entity-tree management), ensuring accurate setup and effective integration across platforms Respond to independence and ethics-related inquiries from UHY engagement teams and international network firms, conducting initial analysis and providing preliminary guidance Support the development and improvement of firm training on conflict checks and independence, offering feedback based on practical conflict resolution experience. Conduct thorough conflict checks for professional services engagements, leveraging prior experience to ensure compliance and accuracy Collaboration and Monitoring of Quality Control with Leadership Actively contribute to the firm's system of quality management by participating in bimonthly UHY LLP Management Committee meetings, where you help shape, update, and communicate firm-wide policies Understand the quality management standards as well as our firm's current system of quality management to develop processes, controls, and monitoring to assure compliance relevant to independence and ethics Partner with colleagues in the UHY LLP National Office to thoroughly review and enhance the firm's system of quality management as it pertains to independence and ethics, ensuring that best practices are consistently understood and applied Assist with the review and performance of conflict-checks over documentation of processes and controls, including the design of effective monitoring controls to monitor the firm's system of quality management Maintain professional relationships with independence personnel in the UHY international network firms, ensuring consistency and responsiveness across firm engagements Supervisory responsibilities Supervisory or team leadership experience vise staff and other resources, as appropriate, during projects and other initiatives Work environment Work can be conducted remotely or in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift up to 15 pounds at a time Travel required Travel of 5% to 10% is required for attendance at conferences, attendance, and/or facilitation of in-person training and National Office Team Meetings. Required education and experience Bachelor's degree in accounting, business, or related field 6+ years of experience in public accounting or professional services firm, including 2+ years working in risk, independence, or compliance Demonstrated ability to manage and resolve complex independence/conflict issues Preferred education and experience Supervisory or team leadership experience CPA, CCEP, or similar professional certification Experience with the implementation and ongoing maintenance of quality such as SQMS No. 1, ISQM1 and QC 1000 Knowledge of Independence rules and Standards for the AICPA, PCAOB, SEC, DOL, and GAO Familiarity with GASB standards Experience with Intapp, Deltek Maconomy, and Salesforce Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

LUMENT provides comprehensive capital solutions for multifamily, affordable, seniors and health care real estate through its affiliated companies. LUMENT provides its clients, which include both tax-exempt and for-profit organizations, private equity backed firms, REITs, investors, and lenders, with a full suite of financing and strategic solutions. This includes mortgage banking, a variety of direct balance sheet lending options, private equity, investment banking and mergers and acquisitions. To assist and support the FHA loan underwriters with the information gathering and processing of FHA eligible mortgage loan applications. Processors, under the direct supervision of the Underwriters, will work closely with other members of origination, underwriting, processing and closing staff and have extensive interaction with clients and third-party vendors to process loan applications to finance new construction or refinance of multifamily housing. Essential Duties and Responsibilities: Develop a thorough understanding of the “flow” and programmatic requirements of Lument's FHA loan origination, underwriting and closing process so that the support provided to Underwriters complement the overall processing effort and moves the loans through to Loan Committee and HUD application submission in a timely manner. Become fully versed on all applicable FHA and Lument policies and procedures by reading and studying Lument's FHA Policies and Procedures Handbook, the FHA MAP Guide, FHA Handbooks, Mortgagee Notices and Lument's Processing Guide. Serve as Lument's primary source and contact for due diligence information necessary to complete FHA loan submissions. This involves gathering, reviewing and organizing required application exhibits and subsequently compiling appropriate pre-applications and application loan packages that are delivered to HUD. A thorough understanding of the due diligence requirements and the ability to determine when and which FHA forms are applicable for an application is required. This includes managing and keeping current the transaction checklists. The Processor serves as the initial point of review for the application due diligence (including the FHA forms) to ensure the documentations accuracy and completeness. Responsible for assuring the correct organization, accuracy and completeness of the FHA underwriting files maintained by Lument in both electronic and hard copy formats. Assist Underwriters in engaging/tracking/paying required third party review contractors. Collect/record/distribute processing retainers/3rd party funds and maintain project specific expense reports. Keep Originators and Underwriters informed of progress and potential problems on a proactive basis. Provide application material to lender counsel and loan closer, and assist on satisfying Firm Commitment Special Conditions, as appropriate. Maintain accurate database/reporting systems, as assigned. Work professionally and harmoniously with team and coworkers. Other projects and duties as assigned. Travel Requirements - 0.0%. Education, Skills and Experience: Bachelor's degree in Finance, Accounting, Real Estate, or Business Administration preferred. Equivalent amount of relevant professional experience and education may be considered. Experience with FHA Multifamily loan programs preferred. Proficiency in Microsoft Office software. Excellent organizational, communication, presentation, and interpersonal skills. Ability to plan, organize, and prioritize assignments, and to meet critical and established deadlines; Ability to manage multiple assignments ant transactions simultaneously. Demonstrated ability to maintain confidentiality and to use discretion in the performance of daily activities. Professional business image and excellent command of the English language, both verbally and in writing (spelling, grammar, and punctuation). Ability to learn quickly and demonstrated ability to work independently and as part of a high-performance team. Flexibility and ability to work under pressure with tight deadlines and constant interruptions. Ability to adjust priorities in a changing environment. Preferred: Columbus Office is preferred, but will consider remote based on circumstances and experience level. Life at ORIX We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance. You Time We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more. Family Care Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way. Flexible Work Arrangements ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement. ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.

Transaction Services Senior - Healthcare (Job Number: 28437) Employee Status: Regular Schedule: Full Time Primary Location: Dallas, TX Other Locations: Napa, CA, Pasadena, CA, Woodland Hills, CA, San Diego, CA, Bellingham, WA, Denver, CO, Walnut Creek, CA, El Segundo, CA, San Francisco, CA, Everett, WA, Phoenix, AZ, Healdsburg, CA, Remote, Tri-Cities, WA, Seattle, WA, Santa Rosa, CA, Albuquerque, NM, Salinas, CA, Kansas City, KS, Salt Lake City, UT, New York, NY, Spokane, WA, Orange County, CA, Eugene, OR, Tacoma, WA, Wenatchee, WA, Medford, OR, Yakima, WA, Stockton, CA, Silicon Valley, CA, Sacramento, CA, Portland, OR, Fresno, CA, Houston, TX Description At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care-about you, about our clients, and about our communities. Here, you'll work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firm's size, middle-market clients, customized career paths, and supportive culture make this a reality. Join a values-driven firm where you'll have fun while solving complex and interesting business challenges. Members of our Transaction Services group will work alongside private equity firms, strategic clients and investment banks to perform buy-side and sell-side due diligence as well as other M&A activities. Members will routinely work directly with c-suite executives to perform financial due diligence on middle-market companies in a variety of industries. Individuals who thrive at Moss Adams exhibit the following success skills - Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus. Responsibilities:Engagement management with clients includes routinely working directly with c-suite executives to perform financial due diligence on middle-market companies in a variety of industries Work alongside private equity firms, strategic clients and investment banks to perform buy-side and sell-side due diligence as well as other M&A activities Responsible for all aspects of deal execution including sourcing and managing client relationships, analysis and execution of client deliverables and coaching and managing other team members Coordinate services as needed with other practice areas of the firm Build relationships with existing clients, including involvement in networking and business development activities Provide both leadership and supervision to Staff and SeniorsQualifications:Bachelor's degree with a major in accounting or related field required, CPA preferred Minimum of 2 years of related experience required Experience in a Transaction Services or in Assurance/External Audit in a professional services firm is preferred Healthcare industry experience preferred Must have the ability to analyze complex business and transaction situations Must have the ability to work on multiple engagements simultaneously and learn new business quickly Strong project management/organizational skills; able to effectively prioritize assignments and competing deadlines in a fast paced environment Strong verbal and written communication skills including the ability to effectively present to large or small groups Self-directed professional with strong interpersonal skills and marketing abilities required Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook, and SharePoint) with strong Excel skills Ability to travel as needed, approximately 15%Moss Adams is an Equal Opportunity Employer as to all protected groups, including protected veterans and individuals with disabilities. Moss Adams complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@mossadams. com. Certain jurisdictions in the United States require employers to disclose the pay range in job postings. This is the typical range of pay for the position. Actual compensation may depend on factors such as qualifications, work experience, skills, and geographic location. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, visit our careers page. #LI-MD1 Compensation Range: Washington State - $96,000 -$120,000 California State - $102,000 -$135,000 Colorado State - $96,000 -$110,000 New York State - $96,000 -$125,000

We have a tremendous opportunity for an IT Support Specialist in our Albany, New York office. A qualified candidate would work closely with the IT team to provide timely, accurate and friendly deskside and telephone technical support to our Albany office users as well as the firm. This role requires the ability to continually learn and use new technical and professional skills, to work in a fast-paced, client-service environment, and to continually satisfy users. This is an on-site position. Responsibilities: * Provide technical assistance for incoming requests to the ITS via ServiceNow ticketing system, phone, email, and walk-up end users. * Provide support for hardware and software issues over the phone and in-person. * Utilize call tracking software to track and manage work. * Install, configure, and set up computers, peripherals, and equipment for users. * Support for iPhones, iPads, Android devices and their associated operating systems. * Manage and track computer inventory in monday.com. * Maintain and support video conference meetings. * Knowledgeable in installing and troubleshooting software and computer hardware such as: * Monitors * Docking station * Scanners * Adobe Pro * Browsers such as Google Chrome and MS-Edge * Knowledge of the Microsoft technologies, Microsoft 365, InTune, and Microsoft Windows 11. * Other duties will be assigned based on abilities. * Travel to our Rutland, Vermont and New York, New York offices as needed (mileage reimbursement provided) Required: * Ability to multitask in a high paced environment. * Strong interpersonal skills with an ability to communicate clearly and effectively. * Must be able to lift at least 50 pounds and have no limitations with mobility * Ability to multitask in a high paced environment. * Ability to communicate clearly and effectively. * Must be able to lift at least 50 pounds and have no limitations with mobility * Ability to start promptly at 8am. Education: * A minimum AAS in information technology or equivalent. Preferred: * Preferred industry recognized Help Desk Certification (ITIL, HDI) and/or help desk environment experience * Completion of IT boot camp or similar certifications. The salary range for this position is $20.00 to 22.00 per hour. Hours of Operation: * This is a full-time, in-office, hourly position * Our office hours are from 8:00 a.m. EST until 5:00 p.m. EST Monday through Friday * Our summer hours are from 8:00 a.m. EST until 5:00 p.m. EST Monday through Thursday, and from 8:00 a.m. EST until 12:00 p.m. EST on Friday * The ability to work additional hours during our tax season: fall (September through November), and winter (February through April) is critical. During these busy seasons, Saturdays will be worked from home and staggered with hours being from 8:00 a.m. EST until 12:00 p.m. EST. * Our team has an equitable rotating On Call schedule as follows: Monday through Friday from 5:00 p.m. EST until 10:00 p.m. EST, and weekends from 8:00 a.m. EST until 10:00 p.m. EST At The Bonadio Group, we believe that an inclusive work environment allows all our people to achieve their greatest potential and the greatest results for our clients and communities. Bonadio is committed to the principle of equal treatment and opportunity for all people. The Firm is committed to fostering and managing diversity in the workplace as an integral part of its practice and service to clients. The Firm values the rich variety of perspectives and experiences offered by those of different backgrounds. This diversity strengthens our institution and enables it to better respond to our clients' needs in an increasingly global profession. In the fast-changing accounting industry, The Bonadio Group is always on the cutting edge of growth and innovation. With our great mentoring and training programs, you'll be exposed to diversity of work, the ability to tackle more interesting issues, and have a path to Partnership. You'll be working with great people and great clients where you can truly make a difference. Apply online, get on board, and grow with us. You'll be glad you did! The Bonadio Group is unable to accept unsolicited resumes from third-party recruiters who do not have a written contractual agreement for a specific position along with approval to submit from the Talent Management team. EOE/AA Disability/Veteran

The Transaction Underwriting Associate, FHA/USDA Transactions - Agency Risk (FHA Asset Management) will underwrite and process FHA/USDA Healthcare and Multifamily post-closing transactions and requests, which include loan assumptions (Full TPA/CHOP), transfers of interest (Modified TPA/CHOP), and changes of facility operator. The position coordinates and works with bankers, associates, external counsel, government agency personnel, and any other third parties to carry out post-closing transactions and requests. The candidate's primary responsibilities are to 1) deliver outstanding internal and external customer service regarding post-closing transactions and requests; 2) underwrite credit submissions and recommendations for Management approval; 3) manage the credit approval process and handoff to Asset Management in a timely manner; and 4) monitor compliance with loan terms and government agency loan program guidelines. This position reports to the Associate Director of FHA/USDA Transactions - Agency Risk. Essential Duties and Responsibilities: Facilitates and diligently documents initiation, progress, and completion of post-closing transactions such as loan assumptions (Full TPA or CHOP), transfers of interest (Modified TPA or CHOP), and changes of facility operator. Maintains loan servicing files with detailed documentation in an organized manner. Processes and documents any change in borrower, operator, or management agent contact information. Ensure that all job functions are executed in compliance with investor requirements and internal policies and procedures. Provide excellent customer service by timely and effectively communicating between all internal and external transaction parties involved and handle to conclusion. Underwrite transactions related to loans collateralized by various asset types. Collect, review, and analyze property and sponsor financial statements per agency guidelines. Review all due diligence material provided for a transaction. Provide prompt and accurate analysis, and ensure programmatic requirements are met for each transaction. Candidate will ensure any deviation is clearly documented and approved by all required parties. Critically review, evaluate, and approve any required third party reports to assess alignment with program requirements. Provide timely portfolio status updates to management team. Actively participate in updating and improving department processes and procedures. Assess physical condition of property collateral by reviewing property inspections and third-party reports. Prepare and present final credit packages addressing the creditworthiness of the sponsorship and the real estate for senior management review. Comply with agency credit package submission guidelines and timeframes as described in respective servicing guides. Clearly manage and communicate underwriting process, approval and closing timelines among all internal and external transaction parties. Demonstrates strong working knowledge of all deals and project assignments. As needed, follow up with closing coordinator and legal counsel to collect any missing loan documents, and disseminate pertinent insurance, tax, and other information from closing. Set up appropriate follow-up systems to manage ongoing compliance with loan document covenants and ensure proper file set-up. Ensure all loan related system changes per specific loan documentation and/or Ginnie Mae requirements are completed. Ensure final underwriting files and approvals are documented accurately and completely and are compliant with Lument's loan file policy. Cross-train in all areas of department to gain full understanding of all aspects of departmental responsibilities. Provide internal transparency in approval process by ensuring task management system and pipeline reports are updated and following up with transaction party members in an accurate and timely manner. Participate and present transactions in credit meetings for discussion. Works professionally and harmoniously with team and coworkers. Other projects and duties as assigned Education, Skills and Experience: Bachelor's degree in business administration, finance, accounting, political science/government, or related area. Minimum of five years of progressive experience in commercial mortgage servicing or commercial real estate asset management is preferred. An equivalent combination of education and experience which clearly demonstrates knowledge and skillset to perform the job functions may be considered. HUD/FHA specific servicing or asset management experience is required. USDA specific servicing or asset management experience is preferred. Excellent organizational, communication, presentation, and interpersonal skills. Ability to plan, organize, and prioritize assignments, and to meet critical and established deadlines; Ability to manage multiple assignments and transactions simultaneously. Demonstrated ability to maintain confidentiality and to use discretion in the performance of daily activities. Professional business image and excellent command of the English language, both verbally and in writing (spelling, grammar, and punctuation). Ability to learn quickly and demonstrated ability to work independently and as part of a high-performance team. Flexibility and ability to work under pressure with tight deadlines and constant interruptions; Ability to adjust priorities in a changing environment. Ability to work with and understand financial concepts and perform financial analysis on various asset types. Strong computer literacy required, particularly regarding spreadsheet and word processing applications such as Microsoft Excel, Word, and PowerPoint. An excellent customer service attitude. Life at ORIX We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance. You Time We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more. Family Care Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way. Flexible Work Arrangements ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement. ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.

ORIX Corporation USA's Growth Capital division is a leading provider of venture debt to high growth businesses in the technology and healthcare sectors in the U.S. and Canada. ORIX Corporation USA's Growth Capital division is one of the early pioneers of the venture debt industry, with a successful investing track record that spans over 20 years and $2.8 billion invested across 200+ companies. The group is proud of its talented team, strong industry relationships and commitment to long term success. ORIX Corporation USA's Growth Capital division is seeking to hire an Investment Analyst Intern who will have the opportunity to participate in all aspects of the investment process from due diligence to portfolio management. Responsibilities will include opportunity assessment, financial analysis, industry research and competitive analysis, interacting with management teams and other third-parties, and drafting of memoranda for internal and external use. The position will be partially remote with a preferred candidate location in New York, NY or secondarily in San Francisco, CA, or Seattle, WA. As a member of this team, you will have the opportunity to work in a small, entrepreneurial environment with the resources of a large, global organization (NYSE: IX). Essential Duties & Responsibilities: Evaluate potential investment opportunities within targeted industries Synthesize findings, develop investment theses, and articulate recommendations to team Create financial models and communicate key variables and risks with the team Prepare term sheets, credit applications and associated approval documentation Draft investment memoranda for internal and external use Assist in portfolio management as needed and in preparing required reporting Establish strong working relationships with other team members, operate effectively with minimal oversite while meeting tight timelines Assist as needed with other assignments and in outside business development efforts Education, Skills & Experience Currently enrolled in an undergraduate degree program from an accredited top tier university, with expected graduation in 2027 Relevant coursework in finance, economics, or related field with a 3.5 minimum GPA Strong desire and ability to learn Demonstrated interest in tech investing Excellent attention to detail Strong experience in Microsoft Excel, Word, and PowerPoint Sound business judgment and decision-making abilities Excellent organizational, communication, presentation, and interpersonal skills Ability to manage multiple assignments simultaneously Ability to work independently Annual base salary gross: $30/hour to $38/hour (NY, CA, WA only) . The base salary range represents the estimated low and high end of the ORIX USA's salary for this position. Actual base salaries will vary and will be based on various factors, such as candidate's qualifications, skills, competencies and proficiency for the role. The base pay is one component of ORIX USA's total compensation package for employees. Other rewards and benefits include cash bonuses, long term incentives, health insurance, accident and life insurance, and retirement benefits. Please visit our Benefits page for additional information. Life at ORIX We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance. You Time We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more. Family Care Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way. Flexible Work Arrangements ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement. ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.

At Wipfli, people count At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. This role can be worked remotely from anywhere in the US. Responsibilities Responsibilities: Review financial reporting packages and work papers for quality, completeness, and timely delivery. Prepare and analyze benchmarking data and key performance indicators to support client insights. Present completed reporting packages and findings to clients as directed. Assist in preparing budgets, forecasts, and cash flow models in alignment with client engagement terms. Provide technical accounting support to clients and their teams on complex issues. Identify operational inefficiencies through client discovery sessions and recommend actionable improvements. Lead and coach staff and senior accountants, providing guidance on accounting and financial reporting matters. Knowledge, Skills and Abilities Qualifications: Bachelor's degree in Accounting, Finance, or Business. 4-6 years of experience in public or private accounting. 3+ years managing associates and/or teams. Professional certification (e.g., CPA, CMA) preferred. Proficiency in financial reporting and analysis. Strong planning, prioritization, and organizational skills. Strong project management and relationship-building skills, with a client-first mindset. Excellent written, verbal, and presentation skills. Proficiency in accounting software, specifically, Intaact, QuickBooks Online, Netsuite, Bill.com, Microsoft Office Suite and a demonstrated ability to embrace new technologies. Demonstrated ability to influence others, promote constructive change, and develop team members. Ability to travel up to 10% Elyse Schultz from Wipfli's recruiting team will be guiding you through this process. Visit her LinkedIn Page to connect! #LI-HYBRID #LI-ES1 Additional Details Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at ************* Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. Wipfli offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

JOB SUMMARYAs a Resource Solutions - Project Consultant, you will leverage your expertise to drive mission-critical accounting and finance projects for mid-market to large-size clients. As an experienced professional, you'll address complex challenges across diverse industries Ideal Candidate Profile Self-starter who thrives in dynamic environments Quickly assesses situations and develops effective solutions Works independently while collaborating with client teams Example Responsibilities and types of engagements Serve as Interim Controller, overseeing financial operations Manage accounting functions, transactions, and month-end closings Prepare and analyze financial statements, budgets, and forecasts Implement and monitor internal controls for regulatory compliance Lead special projects (e.g., system transitions, audit preparations, M&A financial integrations) Supervisory responsibilities Potential to supervise employees, depending upon client need Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift up to 15 pounds at a time Travel required Travel may be frequent and unpredictable, depending upon client's needs Required education and experience 10+ years of experience in accounting, finance, or related fields Experience working in complex, multi-entity corporations Exceptional problem-solving skills Strong self-motivation and initiative in ambiguous situations Proficiency in accounting applications (e.g., NetSuite, Oracle, SAP) and data analysis tools Effective communication skills across all organizational levels Ability to pass thorough background checks (criminal, credit, education, certification, references) Preferred education and experience Bachelor's degree in related field or equivalent experience CPA or equivalent certification Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. Job Summary Under the direction of the Partner/Senior Manager leading the respective service area, region or industry, the Manager, Provider Compliance & Reimbursement is responsible for preparing cost reports and providing reimbursement consulting within the Senior Living space. This role includes reviewing skilled nursing Medicare cost reports, understanding the skilled nursing Medicaid reimbursement systems for assigned states, assisting clients with cost report audits, and effectively communicating with both internal and external clients. The role also includes managing strategy, leading the delivery of services to clients and/or developing and executing growth plans for the assigned area and market, in accordance with firm guidelines, policies and procedures. Responsibilities Essential Responsibilities: Assesses client needs, recommend potential solutions, and delivers expertise on engagements. Manages client relationships and projects, ensuring proactive client management, effective planning, and leadership while meeting budget and deadline expectations. Performs detailed review of work completed by other associates including Medicare cost reports Gain an understanding of the skilled nursing Medicaid reimbursement systems for the assigned states and assist clients with cost report audits including reviewing cost report adjustments and rate worksheets in those states. Informs others of costs, quality, schedule, and risk within the engagement parameters. Applies consistent use of professional standards and firm processes while providing quality control to enhance the team's best practice methodology and library. Builds team members' confidence in their abilities to deliver work and promotes team self-sufficiency by cross-training, knowledge sharing, mentoring, and delegation of work to support staff development. Actively contributes to business development by collaborating with opportunity leaders for subject leadership in sales pursuits and proactively seeks referrals, prospects, and cross-selling opportunities. Knowledge, Skills and Abilities Required Qualifications: Bachelor's degree Experience in California and at least one of the following states: Wisconsin, Minnesota, Illinois, Colorado, Arizona, Texas, Missouri, or Florida. 8+ years' experience in a professional services firm or five+ years of private industry experience focused on appropriate technical area, plus three years in professional services. Certification's relevant to the role's field of work and position is required Preferred Qualifications: Bachelor's degree in related field Training, support or consulting advisory experience preferred. Experience with compliance or professional standards associated with area of expertise desired. Benjamin Dzanic, from our recruiting team, will be guiding you through this process. Visit his LinkedIn page to connect! #LI-REMOTE #LI-BD1 Additional Details Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at ************* Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $107,000 to $144,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance. Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. Responsibilities Job Summary Under the direction of a Manager, the Specialist II provides quality technology support to firm clients with a high degree of customer satisfaction, technical expertise, and timeliness, in accordance with department policies and procedures. Essential Responsibilities: Provides excellent customer service support to firm clients for Wipfli supported hardware and software issues of low to moderate complexity. Resolves issues in accordance with Service Desk Procedures. Develops and maintains general knowledge of major client systems including support policies and procedures. Assists other specialists or support staff through system knowledge transfer and training. Researches and responds to escalated issues and escalate further as required. Knowledge, Skills and Abilities Required Qualifications: High School Diploma or an equivalent combination of education and experience. Two+ years of Helpdesk experience Requires a strong customer service background Prior computer system experience including Windows Operating System and knowledge of Microsoft Office products Hardware maintenance and repair skills Demonstrated skill in providing support for hardware and software in a MS environment Demonstrated good problem-solving skills Preferred Qualifications: Associates Degree in Information Technology Technical proficiency in relevant operating systems and applications Damian Kauffman, from our recruiting team, will be guiding you through this process. Visit his LinkedIn page to connect! #LI-Hybrid #LI-DK1 Additional Details Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at ************* Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. Wipfli offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. This role requires a hybrid work arrangement. At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home, and other meeting sites. Note that scheduled meetings in the office will require in-person attendance. Responsibilities Our Construction and Real Estate (CRE) team is seeking a motivated Senior Business Developer to join in the incredible growth of our CRE practice. The ideal candidate will focus on the growth of the firm's professional services sales into its target client segments by closing on new energy incentive sales opportunities and identifies and provides leads to the various industry resources as appropriate, in accordance with company policies and procedures. Responsibilities: Manages the sales process from lead generation/lead qualification to close according to Wipfli's Sales Methodology. Coordinates the conversion of new client leads, utilizing Wipfli's professional services resources in a team-selling approach. Forms and guides the Opportunity Pursuit Team. Transfer's client relationships to appropriate Wipfli professional services resources at an agreed-upon timeframe. Integrates with the industry /geography teams of professionals to establish a productive working relationship. Shares market intelligence gained through their work with the industry/geography team and the Marketing team. Translates growth/marketing plans into sales tactics within the context of the firm's growth strategy. Produces management reports conforming to reporting guidelines including, but not limited to forecasting and pipeline reporting. Knowledge, Skills and Abilities Required Qualifications: Bachelor's degree in Sales, Marketing, Accounting, Finance, Business, Technology, or Economics or other job related major, or an equivalent level of job-related experience 5-10 years of experience in the energy or A&E space Experience selling specialty tax services to Architecture, Engineering, or Construction firms Requires previous experience with developing executive-level client relationships Requires previous experience in professional sales using a solution-oriented, consultative approach Requires a track record of revenue attainment that meets or exceeds sales goals Requires experience with client accounts of $15 million to $500 million in revenue Alaina Lister, from our recruiting team, will be guiding you through this process. Visit his LinkedIn page to connect! #LI-AL1 #LI-Remote Additional Details Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at ************* Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $95,000 to $161,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. Individuals may be eligible for a commission plan, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance. Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

The Tax Manager/Senior Manager will be responsible for leading complex tax engagements and managing workflows and deliverables. The Tax Manager is expected to communicate effectively both orally and in written form and be a licensed CPA. The Tax Manager/Senior Manager will oversee the preparation of complex tax returns and provide tax research and planning services to clients. The Tax Manager will work with others cooperatively and with respect, accept responsibility for their work and their actions and demonstrate full knowledge and understanding of procedures and programs essential to client service within the Tax department. *This position can be based out of our Lansing or Grand Rapids office. We will possibly consider fully remote as well. Essential Functions: Conduct and supervise larger engagements. Complete financial statements, tax returns and special services within your area of expertise. Review reports, statements and returns processed by administrative staff. Review work papers, financial statements and tax returns before submission to Senior Manager or Principal for further review. Plan engagements to achieve quality goals and reduce time required to perform an engagement. Begin an active practice development program and look for opportunities to provide additional services to clients. Education, Experience, and Skills Required: Bachelor's degree in accounting or business administration. Licensed Certified Public Accountant Minimum 4-7 years of Tax experience Working knowledge of manual and automated accounting systems. Well-developed financial analysis capabilities. Excellent interpersonal skills: ability to get along well with diverse personalities, tactful, mature, and flexible.

Compliance & Internal Audit Consulting Staff (Job Number: 28501) Employee Status: Regular Schedule: Full Time Primary Location: Seattle, WA Other Locations: Napa, CA, Pasadena, CA, Woodland Hills, CA, San Diego, CA, Bellingham, WA, Denver, CO, Walnut Creek, CA, El Segundo, CA, San Francisco, CA, Everett, WA, Phoenix, AZ, Healdsburg, CA, Remote, Tri-Cities, WA, Santa Rosa, CA, Albuquerque, NM, Salinas, CA, Kansas City, KS, Salt Lake City, UT, Spokane, WA, Orange County, CA, Eugene, OR, Tacoma, WA, Wenatchee, WA, Medford, OR, Dallas, TX, Yakima, WA, Stockton, CA, Silicon Valley, CA, Sacramento, CA, Portland, OR, Fresno, CA, Houston, TX Description At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care-about you, about our clients, and about our communities. Here, you'll work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firm's size, middle-market clients, customized career paths, and supportive culture make this a reality. Join a values-driven firm where you'll have fun while solving complex and interesting business challenges. The Business Consulting Services practice provides comprehensive internal and performance audit services to clients throughout the Western United States. Additionally, we help clients to implement solutions through policy and procedure development, organizational redesign, process improvement, and training. We are a highly collaborative group that is committed to providing superior client service through strong relationships and high-value deliverables. The Staff position is a cross-functional role that focuses on providing grant management and compliance consulting services, internal audit services, and policy and procedure development support primarily for governmental, tribal, and not-for-profit entities. Individuals who thrive at Moss Adams exhibit the following success skills - Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus. Responsibilities:Supports project start-up and planning activities, such as conducting research of compliance or other requirements (federal, state, grant-specific, etc. ) and documenting results. Performs detailed grant compliance testing including reviewing financial reports/invoices and conducting desk reviews. Works collaboratively with clients to understand current business practices, identify opportunities for improvement, assist in defining new processes, and assist in drafting policies and procedures. Conducts detailed transaction testing for compliance with established criteria and requirements. Attends client interviews/meetings, reviews client documents/reports, performs a variety of analysis/testing procedures, and assists in compiling information such as draft findings and recommendations and process memos. Supports consulting activities that include conducting interviews, reviewing documents, performing a variety of analysis, and assisting in preparing client deliverables such as findings, recommendations, and draft and final reports. Reviews their own documentation/work for accuracy. Occasionally travels to client locations, firm training, or industry conferences. Qualifications: Bachelor's degree in accounting/related field or equivalent experience preferred Master's in accounting, MBA or MPA and technology related coursework highly desired Minimum of 1 year of related experience, preferably working with government (city, county, special purpose or state), or not-for-profits Ability to understand problems, think critically, and identify creative solutions; organize information and exercise well-reasoned judgement Strong verbal and written communication skills, with the ability to write reports and prepare findings. Demonstrate confidence in decision making and poise in professional setting Ability to take direction, works independently to prioritize work, establish goals, and produce quality work Strong organizational skills; able to effectively prioritize assignments and competing deadlines in a fast-paced environment. Deadlines may be daily, weekly and monthly Ability to quickly adapt to a changing work environment, including use of software, systems, and technology Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, and SharePoint) Willingness and ability to travel up to 30%Moss Adams is an Equal Opportunity Employer as to all protected groups, including protected veterans and individuals with disabilities. Moss Adams complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@mossadams. com. Certain jurisdictions in the United States require employers to disclose the pay range in job postings. This is the typical range of pay for the position. Actual compensation may depend on factors such as qualifications, work experience, skills, and geographic location. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, visit our careers page. #LI-MD1 Compensation Range: Washington: $78,000 - $95,000; California: $73,000 - $105,000; Colorado: $70,000 - $95,000; Remote: $70,000 - $105,000

JOB SUMMARYJoin a dynamic, high-energy team dedicated to achieving excellence in audit quality! If you're looking to grow your career in a public accounting atmosphere while taking on impactful responsibilities and projects with our National Office team, without the demanding busy season hours, this is the perfect role for you. Our team values flexibility, offering remote or hybrid work options, and prioritizes work-life balance to create a supportive and rewarding environment. The National Office Manager is a core member of the firm's National Office responsible for assisting with the overall administration, direction, and monitoring of the firm's attest practice and system of quality management. Key responsibilities include assisting in UHY LLP's ongoing implementation of the new quality management standards; International Quality Management Standards (ISQM) promulgated by the International Auditing and Assurance Standards Board, the Statement on Quality Management Standards (SQMS) promulgated by the American Institute of Certified Public Accountants, and the proposed QC 1000 put forth by the Public Company Accounting Oversight Board. This position collaborates with the other members of the National Office and works directly with the UHY LLP Managing Partner and the UHY LLP Management Committee. Regular duties include (but are not limited to): Monitoring of Quality Control with Leadership Prepare for and participate in UHY LLP Leadership Committee Meetings, which include the bi-weekly UHY LLP Management Committee (Management Committee) meetings and monthly Attest Leader meetings, including preparing recurring data for review and writing new and revising current policies for approval Understand the New Quality Control Standards as Well as Our Firm's Current System of Quality Management to develop processes, controls, and monitoring to assure compliance Work with other National Office colleagues to understand and validate our current system of quality management Develop an understanding of the requirements of the quality management standards put forth by the AICPA, IAASB, and PCAOB Collaborate with stakeholders across UHY to gain an understanding of the risks to quality objectives as defined by the quality management statements Assist with the review and documentation of processes and controls, including designing effective monitoring controls to monitor the firm's system of quality management Train and Educate UHY stakeholders about new quality management standards Educate stakeholders in the organization about new quality management standards and their importance to the growth and health of UHY Train stakeholders in understanding their roles in risk assessment and operational processes to identify and mitigate threats to the quality objectives Design and implement controls to address risks to quality objectives Design controls to respond to the risks to quality objectives and work with stakeholders to implement controls Create and document policies and procedures as needed and enhance our system of quality management Monitoring Assist with remediation of PCAOB inspection comments, including assessment of root causes of comments, determining the remediation steps required, implementing changes in quality control, and performing a post-implementation effectiveness assessment of the remediation steps taken to be provided to the PCAOB Designing and operate monitoring controls to assess the effectiveness of our system of quality management Create documentation and workpapers to record the monitoring of controls and assist those ultimately charged with the responsibility for the system to quality management to determine if the system of quality management is functioning properly Root Cause Analysis Perform root cause analysis of identified deficiencies, establish, or revise controls as necessary, implement the necessary changes, and document the process Evaluate, Develop, and Implement new Audit Software, Tools, and Technology Lead the National Office team to evaluate the sufficiency of audit software, tools and technology used in our attest practice. Work with cross-functional teams to assess current software needs of the attest practice, identify software solutions, evaluate the viability of solutions, and lead the implementation of new software, including developing practice aids, workpaper templates, and training to support new data analytics software, data validation software, and AI powered audit tools Supervisory responsibilities Will supervise subordinate team members Work environment Work is conducted in a professional office environment with minimal distractions or remotely Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift up to 15 pounds at a time WHAT WE ARE LOOKING FOR Required education and experience Bachelor's degree in accounting, finance, or a related field A minimum of 4 to 5 years of progressive audit or advisory experience in a medium to large public accounting firm or progressive experience at a company subject to ICFR audits. Active Certified Public Accountant (CPA) license required. Excellent analytical, technical, and auditing skills including proficiency in US GAAP, GAAS, and PCAOB (Public Company Accounting Oversight Board) rules and standards. Experience with International Standards of Quality Management is beneficial but not required. Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting, and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances. DIVERSITY, EQUITY & INCLUSION We are committed to furthering our DE&I journey through building a diverse professional community based on equitable treatment for all and a collaborative culture that values inclusion. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

JOB SUMMARYUHY is a global accounting network with 330 offices and 8,600 staff in 101 countries. In the United States, UHY provides audit & assurance, tax, advisory, and consulting services. Our Resource Solutions Group delivers specialized services for the Office of the CFO, offering experienced interim professionals for a wide range of accounting and finance projects.JOB DESCRIPTION Leverage your expertise to drive mission-critical accounting and finance projects for mid-market to large-size clients. As an experienced professional, you'll address complex challenges across diverse industries. Ideal Candidate Profile Self-starter who thrives in dynamic environments Quickly assesses situations and develops effective solutions Works independently while collaborating with client teams Example Responsibilities and types of engagements: Serve as Interim Controller, overseeing financial operations Manage accounting functions, transactions, and month-end closings Prepare and analyze financial statements, budgets, and forecasts Implement and monitor internal controls for regulatory compliance Lead special projects (e.g., system transitions, audit preparations, M&A financial integrations) Requirements 10+ years of experience in accounting, finance, or related fields Experience working in complex, multi-entity corporations Exceptional problem-solving skills Strong self-motivation and initiative in ambiguous situations Proficiency in accounting applications (e.g., NetSuite, Oracle, SAP) and data analysis tools Bachelor's degree CPA or equivalent certification preferred Effective communication skills across all organizational levels Ability to pass thorough background checks (criminal, credit, education, certification, references) We Offer Diverse project opportunities with mid-market to large enterprises Comprehensive benefits: Medical/dental/vision insurance, Paid Time Off, Paid Holidays, 401K, Life Insurance WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

Wegner CPAs is partnering with a client to find their next Commercial Lender! This position is primarily responsible for analyzing, acquiring, retaining and expanding major and complex commercial business and commercial real estate loans, equipment loans, SBA 504 loans, and consumer loans in compliance with the Bank's lending policies and procedures. Essential Duties and Responsibilities include the following. Ability to Originate, underwrite, maintain, and grow CRE, C&I, and SBA Loans. Demonstrated ability to oversee the management and growth of a commercial loan portfolio. Develop new commercial loan business including conventional business loans, SBA 7A, SBA 504, and traditional lines of credit. Develop and maintain a network of COIs, including commercial real estate agents and brokers, CPAs, attorneys, and insurance agents. Analyze current financial statements and tax returns of prospective borrowers. Present commercial loan presentations to the board of directors for credit approval Possess strong credit skills and ability to manage renewals, covenants, and new requests. Ability to maximize client relationships ear5ning client and staff loyalty. Strong problem-solving skills. Be active in a community organization within the bank market. Provide training and guidance to less experienced loan officers and other staff members. Responsible for assuring compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations. Gather and analyze necessary information to present a financing request to senior management or Loan Committee for approval; negotiate loan terms and conditions; recommend acceptance to the Chief Credit Officer, or Loan Committee. Reinforce superior customer service through your own example along with appropriate follow-through with involved customers and employees. Participate in marketing all the Bank's products and services. Position requirements: College degree preferred in finance, economics, real estate, or business-related field. Minimum of 5 years of commercial loan origination or processing experience with a financial institution preferred. Effective written and verbal presentation skills - ability to communicate effectively with board of directors and regulatory authorities. PERFORMANCE EXPECTATIONS: Excellent analytical skills, including comfort working with large data sets and proactively identifying relevant analyses and takeaways. Proven ability to track, prioritize, and steer multiple concurrent projects to success using data to track progress along the way Strong attention to detail, time management and organizational skills as well as verbal and written communication skills. Ability to multi-task. Must be discreet and trustworthy to hold confidential information. Works in unity with people (internal and external). Team participant in company functions and community support. Strong work ethic. Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions. Work cooperatively with and maintain effective communication and working relationship with customers, co-workers, and manager. Ideal candidate will be within a commutable distance from Berlin, WI but remote work options are available!

We have tremendous opportunities for a Manager Accountant to play a key role on our tax-based Small Business Advisory (SBA) team. As a highly valued member of our Firm, you will work closely with the SBA team to provide timely, accurate, and reliable completion of client engagements. Come join an organization that focuses on work/life balance for all of our employees! Responsibilities: * Overall successful completion of client engagements including compilations, tax compliance, preparation, research, correspondence and planning * Develop an understanding of a client's business and aspects of their industry * Review and prepare clear and concise working papers * Work on issues of diverse scope where analysis of situation or data requires evaluation of a variety of factors, including an understanding of current business trends * Develop effective working relationships with internal and external clients * Assist with development and retention of clients, including the ability to cross-sell services * Assist clients with special projects such as budgeting and cash flow projections, tax planning and sales tax * Deliver projects/engagements on time, within budget and to client's satisfaction * Manage, mentor, and develop staff inclusive of oversight on client engagements and providing evaluative feedback Required qualifications: * A minimum of a bachelor's degree in accounting * CPA or EA certification * A minimum of five years of relevant CPA firm experience * Ability to develop and sustain business relationships for the purpose of increasing the client base * Proficiency with Microsoft Office Suite including Teams and Outlook * Ability and willingness to travel as required Hours Of Operation: * Our office hours are from 8:00 a.m. until 5:00 p.m. Monday through Friday * Our summer hours are from 8:00 a.m. until 5:00 p.m. Monday through Thursday, and from 8:00 a.m. until 12:00 p.m. on Friday * We pride ourselves on our flexibility; however the ability to work additional hours will be needed at peak times At The Bonadio Group, we believe that an inclusive work environment allows all of our people to achieve their greatest potential and the greatest results for our clients and communities. Bonadio is committed to the principle of equal treatment and opportunity for all people. The Firm is committed to fostering and managing diversity in the workplace as an integral part of its practice and service to clients. The Firm values the rich variety of perspectives and experiences offered by those of different backgrounds. This diversity strengthens our institution and enables it to better respond to our clients' needs in an increasingly global profession. In the fast-changing accounting industry, The Bonadio Group is always on the cutting edge of growth and innovation. With our great mentoring and training programs, you'll be exposed to diversity of work, the ability to tackle more interesting issues, and have a path to Partnership. You'll be working with great people and great clients where you can truly make a difference. Apply online, get on board, and grow with us. You'll be glad you did! All communications from The Bonadio Group regarding recruitment and hiring will come from an @bonadio.com email address and our process includes a discussion with our Talent Management team. If you have any questions or concerns, please contact us immediately at ************** or *******************. EOE/AA Disability/Veteran

We have tremendous opportunities for a Tax Principal to play a key role on our Small Business Advisory (SBA) team in Wilmington, Delaware. The Small Business Advisory team works primarily with small businesses where we can add value as an integral part of their internal accounting team. As part of our talented team of accountants, you will be contributing to the overall successful completion of client engagements. At The Bonadio Group we pride ourselves on developing quality-focused professionals who have the opportunity to continually learn, develop, and grow into well-rounded trusted advisors. You will have the opportunity to build strong professional relationships with clients, work in diverse client-service environments, effectively communicate and assist our clients in developing strategies to best service their business needs. Responsibilities: * Be responsible for developing and managing client relationships and to identify new business opportunities contributing to growth and development * Work with an engagement team to successfully service clients in multiple industries * Overall successful completion of client engagements: * Tax compliance, research, correspondence and planning * Develop an understanding of our client's business and aspects of their industry. * Review and prepare clear and concise working papers * Work on issues of diverse scope where analysis of a situation or data requires evaluation of a variety of factors, including an understanding of current business trends. * Develop effective working relationships with internal and external clients * Assist with development and retention of clients, including the ability to cross-sell services * Assist clients with special projects such as budgeting, cash flow projections and tax planning * Deliver projects/engagements on time, within budget and to client's satisfaction * Lead, train, and mentor staff inclusive of oversight on client engagements and providing evaluative feedback Required Qualifications: * A minimum of a bachelor's degree in accounting/related * CPA or EA certification * A minimum of seven years of relevant recent CPA firm experience * Proven ability to provide mentoring and leadership to team * Proven ability to develop and sustain business relationships for the purpose of increasing the firm's client base * Proficiency with Microsoft Office Suite inclusive of Teams and Outlook * Willingness and ability to travel as needed Hours Of Operation: * Our office hours are from 8:00 a.m. until 5:00 p.m. Monday through Friday * Our summer hours are from 8:00 a.m. until 5:00 p.m. Monday through Thursday, and from 8:00 a.m. until 12:00 p.m. on Friday * We pride ourselves on our flexibility; however, the ability to work additional hours will be needed at peak times At The Bonadio Group, we believe that an inclusive work environment allows all of our people to achieve their greatest potential and the greatest results for our clients and communities. Bonadio is committed to the principle of equal treatment and opportunity for all people. The Firm is committed to fostering and managing diversity in the workplace as an integral part of its practice and service to clients. The Firm values the rich variety of perspectives and experiences offered by those of different backgrounds. This diversity strengthens our institution and enables it to better respond to our clients' needs in an increasingly global profession. In the fast-changing accounting industry, The Bonadio Group is always on the cutting edge of growth and innovation. With our great mentoring and training programs, you'll be exposed to diversity of work, the ability to tackle more interesting issues, and have a path to Partnership. You'll be working with great people and great clients where you can truly make a difference. Apply online, get on board, and grow with us. You'll be glad you did! The Bonadio Group is unable to accept unsolicited resumes from third-party recruiters who do not have a written contractual agreement for a specific position along with approval to submit from the Talent Management team. All communications from The Bonadio Group regarding recruitment and hiring will come from an @bonadio.com email address and our process includes a discussion with our Talent Management team. If you have any questions or concerns, please contact us immediately at ************** or *******************. EOE/AA Disability/Veteran